Investment + Advisory
See what dual power can do for you
Benefits of a Merchant Banker Firm
Greenleaf doesn’t just pursue opportunities, we create them. As a merchant banking firm, we serve dual roles of investor and trusted advisor. We give entrepreneurs the connections to create opportunities and the resources to capitalize on them. We help business owners monetize their work quickly, reliably, and confidentially. Greenleaf has assembled a premier team of professionals who have spent decades analyzing, structuring, and investing in companies throughout the region and nation.
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We develop an understanding of your business and help present it in the clearest possible way to prospective partners. We handle pre-transaction planning, due diligence, negotiation, and closing so you can focus on running your business.
We make direct investments on an opportunistic basis as well as advise clients on mergers & acquisitions, divestitures, recapitalizations and growth findings.
We act as your partner and remain actively vested in your business.
Investment
We make direct investments on an opportunistic basis
Advisory
We advise clients on mergers & acquisitions, divestitures, recapitalizations and growth financings.